Customer Success
Digital transformation of commission calculations using Microsoft Dynamics 365 Finance & Operations
Implementation – Dynamics 365 Finance & Operations /
Dynamics AX
USA
About the Company
Augeo is a leader in engagement, loyalty, and incentive platforms developing new solutions and innovative technology. Augeo helps organizations engage and retain employees, customers, channel partners, and members. Augeo membership benefits and insurances, employee recognition, sales incentives, virtual and live meetings, and events solutions elevate engagement and build stronger relationships. With more than 40 years of experience, Augeo serves 52 Fortune 500 companies, and many others, supporting hundreds of engagement solutions worldwide.
The OnActuate team has been very professional and helped us successfully migrate our CRM on-premises to the cloud. They also helped us adopt new features in CRM on the cloud including integrations with other available Microsoft products, such as Microsoft Teams. We would highly recommend OnActuate’s services.
Praveen Verma
Global Program Director, Birlasoft
Business Challenge
Auego was doing a lot of manual work using spreadsheets specifically for commission calculation. The company was looking to automate their process.
Solution
OnActuate proposed Auego use the built-in commission functionality in Microsoft Dynamics 365 F&O with some minor customization based on their requirements. We helped Auego generate a custom report with commission calculations based on the sales made by their sales representatives. The project was completed in time with proper user training within six weeks.
